Services Offered
There are many financial products in the market, and choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
- Simplified Employee Pension Plans (SEP-IRA)
- SIMPLE IRAs
- 401(k) retirement plans
- Profit Sharing/Pension Plans
- Individual Retirement Accounts – Traditional and Roth IRA
- Rollover IRAs or Roth IRA
- 529 qualified tuition plans
- Life Insurance – All types
- Long-term care insurance
- Disability Insurance
- Fixed Annuities
- Indexed and Variable Annuities
- Mutual funds
- ETFs
- Individual Stocks
- Separately Managed Accounts
- Certificates of Deposit
- U.S.Treasury Securities
- Buy-Sell, Deferred Compensation, Section 162 Bonus Plans for Employers
- Employee Benefit Health Plans consulting
